Arjun Pai

Arjun Pai is a Partner and Co-Portfolio Manager at AREX Capital Management, LP in New York, NY, where he oversees investment analysis, portfolio construction, and strategic decision-making for the firm. In this role, he is particularly focused on public equities, seeking long and short opportunities primarily within the U.S. market, with coverage extending across sectors such as consumer, industrials, and business services.

Pai brings notable buyside experience to AREX, having previously held senior positions at Hudson Bay Capital Management LP, where he served as Director after his tenure at AREX. His expertise lies in fundamental equity research, event-driven investing, and identifying value-oriented investment themes across various public market sectors.

He is recognized for his rigorous analytical approach and has contributed to significant alpha generation through both investment selection and risk management. Pai holds a distinguished academic background with degrees relevant to finance and investments, supporting his proficiency in deep fundamental analysis and portfolio risk assessment.